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Estate Planning

Paying It Forward: Ensuring Your Beneficiaries Get Full Rights to Your Mineral Assets Paying It Forward: Ensuring Your Beneficiaries Get Full Rights to Your Mineral Assets

Holding on to generational assets like mineral rights, rather than selling them off before you pass on, could hold several benefits for your beneficiaries.

Oct 31, 2022

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1 Min Read

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Endowments, Foundations Present Business Opportunities for RIAs Endowments, Foundations Present Business Opportunities for RIAs

byMichael Featherman

Oct 31, 2022

1 Min Read

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Battered Tech Stocks Are Hammering 401(k) Retirement Funds Battered Tech Stocks Are Hammering 401(k) Retirement Funds

bySuzanne Woolley

Oct 28, 2022

1 Min Read

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Creating Inclusive Pathways for Next Gen Women Leaders in Family Businesses Creating Inclusive Pathways for Next Gen Women Leaders in Family Businesses

byAdrienne M. Penta, Benjamin Persofsky

Oct 28, 2022

1 Min Read

Aaron Klein Riskalyze

Financial Planning

Aaron Klein on Helping Wealth Management Firms Grow Faster Aaron Klein on Helping Wealth Management Firms Grow Faster

byWealthManagement.com Staff

Oct 27, 2022

Client Relations

Bill Crager on Living an Intelligent Financial Life Bill Crager on Living an Intelligent Financial Life

byWealthManagement.com Staff

Oct 27, 2022

Financial Planning

Carl Richards on Rethinking How Advisors Talk About Financial Planning

Carl Richards on Rethinking How Advisors Talk About Financial Planning

byWealthManagement.com Staff

Jamie Hopkins on Helping Clients Address Uncertain Times

Jamie Hopkins on Helping Clients Address Uncertain Times

byWealthManagement.com Staff

Estate Planning

Seniors Housing Developers Are Eager to Build New Memory Care Units

Seniors Housing Developers Are Eager to Build New Memory Care Units

byBendix Anderson

Young Americans Seen Failing to Match Baby Boomers’ Wealth Gains

Young Americans Seen Failing to Match Baby Boomers’ Wealth Gains

byBen Steverman

Melina Brown and Himan Brown

Estate Planning

Granddaughter of Radio Pioneer Sues Charity’s Trustee for Mismanagement

Granddaughter of Radio Pioneer Sues Charity’s Trustee for Mismanagement

bySusan R. Lipp - Moderator, Editor in Chief

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Guidelines for Advisors Interviewing Life Insurance Brokerage Firms

Guidelines for Advisors Interviewing Life Insurance Brokerage Firms

byCharles L. Ratner

gavel money

Estate Planning

Tax Court Allows $151M Charitable Deduction for Easement

Tax Court Allows $151M Charitable Deduction for Easement

byDavid A. Handler, Alison E. Lothes

Estate Planning

An Heiress Who Advocates for Paying Taxes?

An Heiress Who Advocates for Paying Taxes?

byAnna Sulkin Stern - Moderator, Legal Editor

Estate Planning

Celebrity Estates: Kirk, Michael and Cameron Douglas and the Challenge of Measuring up to Previous Generations

Celebrity Estates: Kirk, Michael and Cameron Douglas and the Challenge of Measuring up to Previous Generations

byDavid H. Lenok, Senior Editor

401k real talk

401(k) Real Talk Episode 39: October 26, 2022

401(k) Real Talk Episode 39: October 26, 2022

byFred Barstein, The Retirement Adviser University,

retirees pool

Americans Fall Further Behind on Retirement Savings as Inflation Bites

Americans Fall Further Behind on Retirement Savings as Inflation Bites

bySuzanne Woolley

Michael Kitces' #FASuccess Podcast: Amy Castoro on Connecting With Ultra-HNW Next Generation Heirs

Michael Kitces' #FASuccess Podcast: Amy Castoro on Connecting With Ultra-HNW Next Generation Heirs

byMichael Kitces

How Will the Securian Acquisition Change The Standard?

How Will the Securian Acquisition Change The Standard?

byFred Barstein, The Retirement Adviser University,

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Estate Planning

Note From the Editor: November 2022

Note From the Editor: November 2022

bySusan R. Lipp - Moderator, Editor in Chief

Estate Planning

On the Cover: November 2022

On the Cover: November 2022

byAnna Sulkin Stern - Moderator, Legal Editor

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How to Avoid Losing a $600,000 Charitable Deduction

How to Avoid Losing a $600,000 Charitable Deduction

byMatthew F. Erskine, Managing Partner

Snap’s Billionaire Co-Founders See Wealth Vanish as Growth Stalls

Snap’s Billionaire Co-Founders See Wealth Vanish as Growth Stalls

byNur Dayana Mustak

stock market data

Financial Planning

Fundamentals ‘Flashing Red’ as Last Pillar of Credit Crumbles

Fundamentals ‘Flashing Red’ as Last Pillar of Credit Crumbles

Financial Planning

How Front-Loading Rate Hikes Risks Financial Instability

How Front-Loading Rate Hikes Risks Financial Instability

byMohamed A. El-Erian

IRS building

IRS Increases 401(k) Limit by Record Amount as Inflation Surges

IRS Increases 401(k) Limit by Record Amount as Inflation Surges

bySuzanne Woolley

Advising Beyond the Money

Advising Beyond the Money

byValerie Wong Fountain, Managing Director, Head of FOR Platform & Partner Managemen

401(k) Real Chat: Shawn O'Brien

401(k) Real Chat: Shawn O'Brien

byFred Barstein, The Retirement Adviser University,

retirees sunset

Delaying Your Social Security Has Rarely Been This Profitable

Delaying Your Social Security Has Rarely Been This Profitable

byAlexis Leondis

The Standard to Acquire Securian Financial’s Record-keeping Business

The Standard to Acquire Securian Financial’s Record-keeping Business

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Estate Planning

Improve Communication With Clients Who Have Limited English Proficiency

Improve Communication With Clients Who Have Limited English Proficiency

byJudge George F. Phelan

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Estate Planning

Trouble Ahead for Certain Green Card Holders: Part I

Trouble Ahead for Certain Green Card Holders: Part I

byMelvin A. Warshaw, David Lesperance

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Estate Planning

Recent Developments in the British Overseas Territories

Recent Developments in the British Overseas Territories

byRichard Grasby, Partner

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Estate Planning

German Probate and Inheritance Tax

German Probate and Inheritance Tax

byAda K. Colomb, Associate

Castoro GettyImages-626760516.jpg

Estate Planning

Family Business as a Life Sentence

Family Business as a Life Sentence

byAmy A. Castoro, Natasha Davis